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Essential Utilities
WTRG

Overview Fund Activity

595 hedge funds and large institutions have $7.71B invested in Essential Utilities in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 206 increasing their positions, 185 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
10.48%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
206
Reduced
185
Closed
53
Calls
$5.66M
Puts
$3.18M
Net Calls
+$2.48M
Net Calls Change
-$4.96M

Top Buyers

1
BlackRock
BlackRock
New York
$1.11B
2
NI
Nuance Investments
Missouri
$129M
3
Invesco
Invesco
Georgia
$133M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$121M
5
Millennium Management
Millennium Management
New York
$26.4M

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
$203M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.1M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$62.2M
4
First Trust Advisors
First Trust Advisors
Illinois
$40M
5
Morgan Stanley
Morgan Stanley
New York
$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
526
First Command Financial Services
Texas
$30K – – –
FCB
527
First Command Bank
Texas
$30K – – –
PGAM
528
Princeton Global Asset Management
New Jersey
$30K – – –
WP
529
WealthShield Partners
North Carolina
$30K +$30K +660 New
HF
530
Halpern Financial
Virginia
$29.4K – – –
FPB
531
First PREMIER Bank
South Dakota
$29K – – –
SWA
532
SOA Wealth Advisors
New York
$29K +$178 +4 +0.6%
EIM
533
Essex Investment Management
Massachusetts
$27K -$34.1K -750 -56%
FF
534
FourThought Financial
Florida
$27K – – –
FPS
535
Fieldpoint Private Securities
Connecticut
$26K +$1.12K +25 +5%
HWA
536
HHM Wealth Advisors
Tennessee
$25K – – –
RWB
537
RMR Wealth Builders
New Jersey
$25K +$136 +3 +0.5%
CFD
538
Creative Financial Designs
Indiana
$25K +$10.7K +236 +74%
PCIA
539
Prime Capital Investment Advisors
Kansas
$25K +$25K +558 New
HFA
540
HC Financial Advisors
California
$24K – – –
OSAM
541
O'Shaughnessy Asset Management
Connecticut
$24K +$14.6K +323 +155%
SPWG
542
Sage Private Wealth Group
Illinois
$23K – – –
SWA
543
Sutton Wealth Advisors
Florida
$22.6K – – –
PSB
544
Piscataqua Savings Bank
New Hampshire
$22K +$22K +500 New
RDFA
545
Ritter Daniher Financial Advisory
Ohio
$22K +$22K +500 New
DI
546
Disciplined Investments
Oklahoma
$20K – – –
PB
547
Pinnacle Bancorp
Nebraska
$19K – – –
EI
548
Ellevest Inc
New York
$19K +$6.59K +145 +53%
VFA
549
Valeo Financial Advisors
Indiana
$19K +$10.6K +232 +125%
AIG
550
American International Group
New York
$18.1K +$87 +1,946 +0.5%
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